See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,031 | $129,942-11.5% | $104,294+10.3% | $134,475-14.5% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | 2.17% | 42.03%-39.9pp | 24.61%-22.4pp | 417.96%-415.8pp |
| Employer contribution / active EE | $1,548 | $4,184-63.0% | $3,372-54.1% | $4,740-67.3% |
| Participant deferral / active EE | $4,599 | $5,588-17.7% | $4,625-0.6% | $6,400-28.1% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |